Purchases and Sales Made in Q3 2023 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 2023. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
106+ 26.5% |
$46.1K - $63.5K
|
506
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
106+ 12.79% |
$46.1K - $63.5K
|
935
$758K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
106+ 10.19% |
$46.1K - $63.5K
|
1.15K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
105+ 2.96% |
$45.6K - $62.9K
|
3.65K
$2.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
103+ 18.93% |
$44.8K - $61.7K
|
647
$525K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
103+ 20.44% |
$44.8K - $61.7K
|
607
$492K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
103+ 14.49% |
$44.8K - $61.7K
|
814
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100+ 17.36% |
$43.5K - $59.9K
|
676
$548K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
100+ 3.52% |
$43.5K - $59.9K
|
2.94K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 27.25% |
$43.5K - $59.9K
|
467
$379K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
100+ 15.34% |
$43.5K - $59.9K
|
752
$610K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
99+ 3.52% |
$43K - $59.3K
|
2.91K
$2.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
98+ 13.42% |
$42.6K - $58.7K
|
828
$672K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
96+ 0.08% |
$41.7K - $57.5K
|
126K
$102M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
96+ 0.69% |
$41.7K - $57.5K
|
14K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
95+ 39.26% |
$41.3K - $56.9K
|
337
$273K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
95+ 0.69% |
$41.3K - $56.9K
|
13.8K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
95+ 2.13% |
$41.3K - $56.9K
|
4.55K
$3.69M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
95+ 0.69% |
$41.3K - $56.9K
|
13.8K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94+ 7.25% |
$40.9K - $56.3K
|
1.39K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
93+ 8.02% |
$40.4K - $55.7K
|
1.25K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
93+ 2.19% |
$40.4K - $55.7K
|
4.33K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
93+ 108.14% |
$40.4K - $55.7K
|
179
$145K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
93+ 9.82% |
$40.4K - $55.7K
|
1.04K
$844K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
92+ 3.8% |
$40K - $55.1K
|
2.51K
$2.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
92+ 5.77% |
$40K - $55.1K
|
1.69K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
91+ 3.3% |
$39.6K - $54.5K
|
2.85K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
91+ 18.24% |
$39.6K - $54.5K
|
590
$479K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 4.7% |
$38.7K - $53.3K
|
1.98K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89+ 0.91% |
$38.7K - $53.3K
|
9.88K
$8.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
89+ 4.87% |
$38.7K - $53.3K
|
1.92K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
89+ 3.8% |
$38.7K - $53.3K
|
2.43K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
88+ 9.54% |
$38.3K - $52.7K
|
1.01K
$819K
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
88+ 1.55% |
$38.3K - $52.7K
|
5.78K
$4.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
88+ 0.22% |
$38.3K - $52.7K
|
39.3K
$31.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
88+ 3.92% |
$38.3K - $52.7K
|
2.33K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
87+ 10.57% |
$37.8K - $52.1K
|
910
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
87New |
$37.8K - $52.1K
|
87
$70.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
86New |
$37.4K - $51.5K
|
86
$69.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
86+ 0.88% |
$37.4K - $51.5K
|
9.9K
$8.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
86+ 0.36% |
$37.4K - $51.5K
|
23.8K
$19.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
84+ 0.85% |
$36.5K - $50.3K
|
9.97K
$8.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
84+ 13.04% |
$36.5K - $50.3K
|
728
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
83+ 33.88% |
$36.1K - $49.7K
|
328
$266K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
83+ 1.7% |
$36.1K - $49.7K
|
4.98K
$4.04M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
83+ 4.77% |
$36.1K - $49.7K
|
1.82K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83New |
$36.1K - $49.7K
|
83
$67.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
82+ 18.51% |
$35.6K - $49.1K
|
525
$426K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
81+ 2.21% |
$35.2K - $48.5K
|
3.74K
$3.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 11.0% |
$34.8K - $47.9K
|
807
$655K
|